Robertson's Ready Mix 401(k) match, vesting and fees
What Robertson's Ready Mix's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Wright Ford Young & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Robertson's Ready Mix: employer contribution per participant | $2,785 | |
| Peer median | $2,413 |
| Robertson's Ready Mix: average balance | $80,147 | |
| Peer median | $86,456 |
| Robertson's Ready Mix: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $110M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,192 | $121M | $4.2M | $2,785 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 2,073 | $111M | $4M | $2,648 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 1,995 | $98.6M | $4M | $2,618 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 2,120 | $110M | $3.9M | $2,544 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Robertson's Ready Mix match 401(k) contributions?
The match terms for the Robertson'S Ltd. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $2,785 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Robertson's Ready Mix 401(k) match vested?
The vesting schedule for the Robertson'S Ltd. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Robertson's Ready Mix 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Robertson'S Ready Mix, Ltd..
I left Robertson's Ready Mix. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robertson'S Ready Mix, Ltd., (951) 685-2200) or the recordkeeper, Principal Life Insurance Company. The Robertson's Ready Mix old 401(k) page lists the contacts from every plan filing. Find an old Robertson's Ready Mix 401(k)
Data from the public Form 5500 annual reports Robertson's Ready Mix filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Robertson's Ready Mix. Not financial advice. Report a correction · Methodology